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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 4 March 2026
Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...
Wednesday 4 March 2026
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1,...

Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Wednesday 4 March 2026
Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

Tuesday 3 March 2026
Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry
At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables,...
Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
Tuesday 3 March 2026
Samsung reportedly moves up foundry break-even target to 2026
Samsung Electronics has reportedly brought forward the timeline for turning its foundry business profitable to 2026, accelerating an earlier target of 2027 and raising expectations...
Tuesday 3 March 2026
US Congress and industry clash over new semiconductor security mandates
The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the...
Tuesday 3 March 2026
Rohm outsources back-end processes to India's Suchi Semicon
Rohm and Suchi Semicon have announced a strategic manufacturing partnership intended to strengthen semiconductor production capacity in India and support both domestic and international...
Tuesday 3 March 2026
Former TSMC executive under investigation for leaking core chip technology
Wei-Jen Lo, former senior vice president of corporate strategy development at TSMC, retired in 2025 and subsequently accepted an invitation from Intel to serve as executive vice president...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...
Tuesday 3 March 2026
US moves to bar federal purchases of China-linked chips

The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement...

Tuesday 3 March 2026
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
Tuesday 3 March 2026
Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...